← Tributary

PELICAN INVESTMENT ADVISORS, LLC

BATON ROUGE, LA · CRD 313227 · IAPD ↗ · pelicanadvisory.com · 225-293-9283

$128.5MRegulatory AUM
10Advisory reps
12Employees
5Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — PELICAN INVESTMENT ADVISORS, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2026 — PELICAN INVESTMENT ADVISORS, LLC (BATON ROUGE, LA) is newly SEC-registered with $128.5M RAUM and 10 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.